userdocs:how-to:ch1:client_find

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userdocs:how-to:ch1:client_find [2017/09/28 19:32] – lperrymanuserdocs:how-to:ch1:client_find [2017/10/02 14:39] (current) – ↷ Links adapted because of a move operation sslattery
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 Select the menu option labeled **client services**. Select the menu option labeled **client services**.
  
-{{ :userdocs:how-to:client_services_menu_option.png |}}+{{ userdocs:how-to:ch1:client_services_menu_option.png |}}
  
  
 Under client services, select the first option from the dropdown which will be **account management**. Under client services, select the first option from the dropdown which will be **account management**.
  
-{{ :userdocs:how-to:client_services_account_management.png |}}+{{ userdocs:how-to:ch1:client_services_account_management.png |}}
  
  
 A window labeled **Client Account** will pop up.  In the upper left corner of this screen, there will be a field labeled **acct/name**. A window labeled **Client Account** will pop up.  In the upper left corner of this screen, there will be a field labeled **acct/name**.
  
-{{ :userdocs:how-to:client_account_screen.png |}}+{{ userdocs:how-to:ch1:client_account_screen.png |}}
  
  
 Enter the desired **Client name** and press the blue search button next to the fields at the top, or hit enter on the keyboard.   A list of all clients with the name indicated will appear in a screen labeled **select owner and patient**.   Enter the desired **Client name** and press the blue search button next to the fields at the top, or hit enter on the keyboard.   A list of all clients with the name indicated will appear in a screen labeled **select owner and patient**.  
  
-{{ :userdocs:how-to:test_client.png |}}+{{ userdocs:how-to:ch1:test_client.png |}}
  
  
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 Double click the desired clients name and the account will appear in a new screen. Double click the desired clients name and the account will appear in a new screen.
  
-{{ :userdocs:how-to:client_test_profile_screen.png |}}+{{ userdocs:how-to:ch1:client_test_profile_screen.png |}}
  
  
  
  
  • userdocs/how-to/ch1/client_find.1506627168.txt.gz
  • Last modified: 2017/09/28 19:32
  • by lperryman